Whalesbook
Bajaj Broking ka Stock Picks: GRSE aur NBCC par Badi Nazar!
Bajaj Broking ne do public sector companies ko apna top pick banaya hai: Garden Reach Shipbuilders & Engineers (GRSE) aur NBCC. Brokerage ko ummeed hai ki in dono stocks mein 9% ka return mil sakta hai. GRSE ka price target ₹2918 hai next 6 months ke liye, jabki NBCC ko ₹101 tak pahunchne ka target diya gaya hai sirf 1 mahine mein. Yeh sab technical indicators aur achhe risk-reward ratio ko dekh kar decide kiya gaya hai.
GRSE: Technicals bol rahe hain upar jayega!
Bajaj Broking ka kehna hai ki GRSE ₹2918 tak ja sakta hai, yani 9% ka faida next 6 mahine mein. Stock abhi ₹2500 aur ₹2600 ke beech mein consolidate kar raha hai. Yeh area 61.8% Fibonacci retracement level aur 200-day EMA (around ₹2560) ke paas hai. Ek purani trendline bhi ₹2550 ke aas-paas support de sakti hai. Analysts ko lagta hai ki yeh ek solid base hai jahan se stock upar bhag sakta hai.
NBCC: Short-term mein mauka!
NBCC ko ₹91.00 se ₹93.50 ke beech kharidne ki salah di gayi hai, target ₹101 ka hai, jisse 9% ka return 1 mahine mein mil sakta hai. Stock apne 50-day EMA aur April 2026 ke ek bullish gap ke paas trade kar raha hai. Daily stochastic indicator bhi buy signal de raha hai, jo further gains ka ishara de raha hai.
Sector Update: Shipbuilding aur Construction Ka Scene
GRSE Indian shipbuilding sector mein kaam karta hai, jahan global competition kaafi hai. Sector ko 2047 tak bade levels par jaane ka plan hai. Government PSU hone ke naate, GRSE defense aur naval vessels par focus karta hai, jisse government ke defense spending badhne par fayda ho sakta hai. Iska TTM P/E ratio lagbhag 39.54 hai, aur market cap ₹30,333 crore ke aas-paas hai. Iske competitors Mazagon Dock Shipbuilders (MDL) aur Cochin Shipyard (CSL) hain.
NBCC ek government-owned company hai construction aur project management sector mein, jo PSU projects par focus karti hai. Iska TTM P/E ratio 38.38 ke aas-paas hai, aur market cap ₹251.34 billion hai. NBCC ne Q3 FY26 mein 38.5% ka YoY net profit jump report kiya tha. Analyst consensus positive hai, jismein average 12-month price target ₹140.76 hai. Iske peers mein Kalpataru Projects International aur IRB Infrastructure Developers hain.
Kya challenges ho sakte hain?
Technicals toh achhe lag rahe hain, par Indian shipbuilding sector global players ke comparison mein capacity aur technology mein piche hai. GRSE ka growth government defense contracts aur budget par depend karta hai. Iska P/E ratio 39.54 kuch benchmarks ke hisab se high mana ja raha hai. NBCC ke liye, execution mein problems aur long project timelines risks ho sakte hain. Iska projected revenue growth FY26 ke liye moderate hai, sirf 9.5%, jo Indian construction industry ke projected 13% growth se kam hai.